Building simple workflows may come in handy in certain situations, but what if you need to build complex ones? That’s where filters come into play. For example, you may want to share a lead upon submitting the form only if he/she resides in Miami. Or you want to add 10 points to a lead upon […] Read More

Flexie lets you execute actions once an event is completed. For example, you can send a follow-up email once a lead opens a marketing email, or you can automatically add points to the lead when he/she submits a form. You can also have the workflow execute other actions such as sending sms/web and email notifications, […] Read More

In your day-to-day activities, you many need to carry out a lot of tasks. On the other hand, you need to increase efficiency and do your work better, faster and smarter. How do you find the balance? That’s where Flexie’s workflows come into play. In Flexie CRM, you can  build multiple workflows and get things […] Read More

Finding the information you want, when you want it, is no longer a luxury; it is a necessity. The quicker you find what you’re looking for, the more time you save. The more time you save on finding what you need, the more time you can dedicate to growing your business. With Flexie CRM, you […] Read More

Reports are one of the best ways of gaining insight into your business. Designed and used the right way, reports can give you all the information you need, updated, to make better decisions. It all comes down to one question: can your reports reflect the true nature and state of your company? In Flexie CRM, […] Read More

In CRM, dashboards provide a clear and accurate picture of your business. They offer an overview of your company’s  key aspects such as sales, marketing, etc. You no longer have to lose time by searching for relevant and up-to-date information in different places. Dashboards will give you a single, one-at-a glance overview of your business. […] Read More

Reports can give you huge insight into how your business is really doing. Built the right way, reports can help your make better decisions. An accurate report should reflect actual and concrete metrics in your company. This way you can gain an accurate overview of how your company is doing and what you steps you […] Read More

In your day-to-day activities, you may need to retrieve a lot of data. Sometimes, you need very specific information. How can you retrieve the exact information you want and when you need it? That’s where Flexie’s SQL access comes into play. Flexie offers you SQL access, thus allowing you to query your data for just […] Read More

Integrate all of Flexie’s functionalities into your existing systems or apps through our API. RESTful API Easily integrate Flexie CRM through our RESTful API. Add leads, deals, contacts or accounts from your application without having to access Flexie. Edit CRM-related information anytime, anywhere, by using our RESTful API. OAuth 2.0 Flexie uses the protocol OAuth […] Read More

In addition to contacting leads by phone or via mail, you can send text messages to your leads. In our mobile-centric world, the ability to communicate with customers through text messages is key to offering a personalized experience. Flexie lets you personalize your relationship with leads by enabling you to send text messages to them. […] Read More